DEMO : DocuSign for QuickBase - DocuSign Setup Info #1

DocuSign for Quick Base Questionnaire

Please provide the following information to help us expedite your DocuSign for Quick Base application setup.
After you save this record, you will not be able to edit it on this form. We limit access to this table, allowing add record permission only.
This is done to secure the data you enter so that no one but us will have access to it.

Info about you and your Application

My Company Name

Juiced Technologies, Inc.

My Name

My Contact Info

You MUST have a DocuSign account to use our DocuSign for Quick Base add-on.
You can continue with this setup but you must sign up for at minimum a DocuSign Business Professional Plan subscription. This is a separate cost and not controlled by Juiced.
Pricing info can be found here: DocuSign Pricing
When registering with DocuSign use an email address that you will send the emails out from. ie contracts@mycompany.com

DocuSign Account

The name of my QuickBase application that I want to use DocuSign in is:

DEMO : DocuSign for QuickBase

The table name in my application that I want to send the Documents from is:

Contracts

How will the documents be created?

I will be using Exact Forms Plus to generate the Documents to be sent to DocuSign

Sample Document Info

This is a sample document that I want to send via DocuSign to my clients/users. (an MS WORD document is preferred here)

Contract_DEMO_Prior to being setup.docx

I included, in this sample document, where I want my clients to sign, initial etc.

I am using EF+ and I included, in this sample document, the field names from my table that will be used to include variable data needed to complete my document.

Recipient Info

SIGN-OFF Type
Send via Email:This is the typical setup and is used to send documents to your clients via EMAIL for sign-off.
Captive Signing:This is used when the person signing off is a Quick Base user and clicks the button to sign off themselves. This can also be used to have a client sign off in person but not as secure as In-Person signing.
In-Person:This setup is used when you want the sign-off to take place in-person or face to face instead of via email. ie. Your SalesRep in the field wants the client to sign-off during their face to face sales call.

Sign Off Type

Send Email to Recipients to Sign

The field name in my table that has the name of the person that will actually Sign the Document.

In the grid below enter the following info for EACH recipient
(RECIPIENT: anyone who needs to receive the document via DocuSign - signer and/or cc)

Name Field: What field in your QuickBase table stores the NAME of the Recipient.
Email Address Field: What field in your Quick Base table stores the Email Address of the Recipient.
Recipient Action: What action will the recipient perform within DocuSign
Recipient Action 2: What additional action, if any, will the recipient perform within DocuSign
Order: Enter a Numeric value for the order in which they will receive the DocuSign email
**For IN-PERSON Signing - the recipient info needed below should be for the Sales Rep or the person presenting the document for signature, NOT the person that will be actually signing the document.

DocuSign Email Message Info

When DocuSign sends the email(s) to your recipients, you can customize the subject and message. Enter that info here...

I want the Email Subject line to read:

Please sign/view contract - Contract#: [Record ID#]

I want to customize the email message body

I want the email to include this message:

Return from DocuSign

FILES to RETURN

Return the following from DocuSign into my QuickBase application:

1. The Signed Document AND the DocuSIgn Certificate of Completion merged into a single file

How do you want the returned files to be named in Quick Base?

Fully Executed Document AND Certificate of Completion File Name

Contract_[Record ID#]_executed

Fully Executed Document File Name

Certificate of Completion File Name

Store the returned files in:

Existing File Attachment Fields

DATA to RETURN

I also want to return data entered into the Document by the Recipient

Please provide information you'd like to receive back and the fields the information should be saved in.

DocuSign Envelope Variables

DocuSign will send reminders to ALL recipients until the envelope is completed or voided. Tell us how you want the default values to be setup. (they can be changed later on)

The # of Days AFTER the documents are sent to DocuSign to start sending reminder emails to all recipients:

The frequency (in days) to send the reminder emails. (ex: 1 = everyday)

The # of days AFTER the documents are sent to DocuSign to expire or void the Envelope.

The # of days before the envelope expires to send an expiration warning email

Notes and Comments

Notes

- I don't want to include a custom email message, I already set up a generic email address in my docusign account
- I want to copy an special email address on all documents, I included that in the recipient list above
- I don't have a name field for the DEMO user so hardcode the name to be "DEMO User"

Sample Email Message from DocuSign

Here is a sample email message sent from DocuSign. This may help you understand some of the above questions

Created on Jan. 9, 2014 at 2:06 PM (EST). Last updated by Jusas, Keith on Jan. 29, 2014 at 10:46 AM (EST). Owned by Jusas, Keith.

Keith Jusas

Show fields from Show fields from Show fields from a related table

a table related to ""

Field label
Column heading override
Justification
What does auto mean?

Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies�in this case, changing all locations to New York. Then try the conversion again.

For which table?

DocuSign Setup Info #1

Client Performance Report

Quickbase will send a report of the events currently displayed on your calendar.
Email addresses



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